OBJECTIVES OF FINANCIAL STATEMENT ANALYSIS

Financial statements are the pulse of a business, and one of the clearest indicators of its health. A Financial Statement of a company is a window into the true story behind every company. Financial statement analysis involves Understanding the risk and profitability of an entity using thorough analysis of reported financial information, by different accounting tools and techniques. Tools of Financial statement analysis form the base for evaluating and pricing credit risk and for performing fundamental company valuation. The key aspect of Financial Statements Analysis is Ratio analysis of Financial Statements on the basis of reformulated and adjusted financial statements.

LEARNING OUTCOMES and IMPORTANCE OF FINANCIAL STATEMENT ANALYSIS

➣Thorough review of a company's financial statements (Balance sheet, Income statement Analysis and Cash Flow)

➣Understanding of the financial health of the company

➣Develop effective decision making relating to investment and credit analysis through effective Financial Statement analysis Example

➣Get a good hold on various types of Financial Statement Analysis - Horizontal analysis, Vertical Analysis(Trend Analysis) and computation of various Financial statement analysis ratios

➣Analysis of financial statements provides sufficient knowledge to compare financial health of two or more companies

➣Develop a more efficient and effective approach to researching, interpreting, and analyzing financial statements

➣Expand your knowledge on Accounting Principles and Standards

➣Analysis of Financial Statements helps to learn the danger signals to look for when assessing viability

➣Improve your ability to communicate with accounting and financial professionals

➣Be able to interpret key financial figures and their impact on your business

➣Understand the limitations of Financial Statement Analysis

TRAINING HIGHLIGHTS

➣The training curriculum is designed to prepare the participants to interpret and analyse financial statements for tasks such as credit and security analyses, lending and investment decisions, and other decisions that rely on financial data.

➣Participants will be provided enough examples and illustrations to analyze and evaluate free cash flow generation, profitability, operating efficiency, and the impact of leverage on business risk and return on equity

➣Usage of Real Time Financial Statement Example and Case study provide confidence to the participants

➣Financial Statements of one or more companies is taken as a case study and a detailed analysis is performed

➣All calculations and comparisons are done using MS EXCEL 2010. The spread sheets used for the training will be shared with the participants.

➣The course is participative

PRE REQUISITES

Participants are not expected to have any formal accounting experience

TARGET AUDIENCE

This course is intended for financial and credit analysts, CPA or CFA Candidates, investors, business managers, or individuals who are involved in real or personal property financing, leasing or credit analysis.

CAREER OPPORTUNITIES

Skills developed in this course are used in corporate, banking and investment settings. A detailed Financial Statement Analysis project report done creates job opportunities in multiple areas of Finance and Investments

DETAILED COURSE content

Financial Statements Analysis

TOPICS covered

Tools and techniques of financial statement analysis Balance sheet Analysis Income Statement Analysis Analysis of cash flow statements
Comparative financial statement analysis Error Handling in Financial Statements Long Term Liabilities Amortization and Goodwill
Income Taxes and Leasing Dupont Analysis Inventories Fixed Assets
Common size Analysis Depreciation Financial Ratios Return on Equity
Credit Scoring Models Ratio Analysis Valuation Ratios Altman Z-score
Price to Equity Ratios Working Capital Analysis EDBITA,EBIT and PAT Financial Statement Analysis in Equity Analysis

Note - Course content and topics to be covered in the training can be customized as per requirement for Corporates.

Faculty profile

FEES for Corporates

Based on the syllabus, contents and other requirements for the corporate training, scope with detailed inclusions and exclusions along with the fee will be shared. There will be a 14% service tax over and above the training fee.